First State Trust Company
Plan context: FIRST STATE TRUST CO 401(K) PLAN
EIN 13-3124172 • Edison, NJ • 299 filings • 44 plans
Current Snapshot
Latest Year
2024
2024 Participants
89
2024 Assets
$5,240,153
2024 Contributions
$954,397
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 89 | $5,240,153 | $954,397 | $10,724iApproximate average salary by contribution assumption: employee only about $268,089 at 4% or $178,726 at 6%; with 50% employer match about $178,726 at 4% or $119,151 at 6%; with 100% employer match about $134,045 at 4% or $89,363 at 6%. |
| FIRST STATE TRUST CO 401(K) PLAN | - | 89 | $5,240,153 | $954,397 | $10,724iApproximate average salary by contribution assumption: employee only about $268,089 at 4% or $178,726 at 6%; with 50% employer match about $178,726 at 4% or $119,151 at 6%; with 100% employer match about $134,045 at 4% or $89,363 at 6%. |
| 2023 | 2 | 70 | $68,975,415 | $694,162 | $9,917iApproximate average salary by contribution assumption: employee only about $247,915 at 4% or $165,277 at 6%; with 50% employer match about $165,277 at 4% or $110,184 at 6%; with 100% employer match about $123,958 at 4% or $82,638 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $64,422,569 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 70 | $4,552,846 | $694,162 | $9,917iApproximate average salary by contribution assumption: employee only about $247,915 at 4% or $165,277 at 6%; with 50% employer match about $165,277 at 4% or $110,184 at 6%; with 100% employer match about $123,958 at 4% or $82,638 at 6%. |
| 2022 | 1 | 56 | $3,447,945 | $554,845 | $9,908iApproximate average salary by contribution assumption: employee only about $247,699 at 4% or $165,132 at 6%; with 50% employer match about $165,132 at 4% or $110,088 at 6%; with 100% employer match about $123,849 at 4% or $82,566 at 6%. |
| FIRST STATE TRUST CO 401(K) PLAN | - | 56 | $3,447,945 | $554,845 | $9,908iApproximate average salary by contribution assumption: employee only about $247,699 at 4% or $165,132 at 6%; with 50% employer match about $165,132 at 4% or $110,088 at 6%; with 100% employer match about $123,849 at 4% or $82,566 at 6%. |
| 2021 | 2 | 52 | $72,703,850 | $475,305 | $9,140iApproximate average salary by contribution assumption: employee only about $228,512 at 4% or $152,341 at 6%; with 50% employer match about $152,341 at 4% or $101,561 at 6%; with 100% employer match about $114,256 at 4% or $76,171 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $68,757,746 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 52 | $3,946,104 | $475,305 | $9,140iApproximate average salary by contribution assumption: employee only about $228,512 at 4% or $152,341 at 6%; with 50% employer match about $152,341 at 4% or $101,561 at 6%; with 100% employer match about $114,256 at 4% or $76,171 at 6%. |
| 2020 | 2 | 44 | $92,966,457 | $452,461 | $10,283iApproximate average salary by contribution assumption: employee only about $257,080 at 4% or $171,387 at 6%; with 50% employer match about $171,387 at 4% or $114,258 at 6%; with 100% employer match about $128,540 at 4% or $85,693 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $89,885,263 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 44 | $3,081,194 | $452,461 | $10,283iApproximate average salary by contribution assumption: employee only about $257,080 at 4% or $171,387 at 6%; with 50% employer match about $171,387 at 4% or $114,258 at 6%; with 100% employer match about $128,540 at 4% or $85,693 at 6%. |
| 2019 | 2 | 38 | $59,603,963 | $813,902 | $21,418iApproximate average salary by contribution assumption: employee only about $535,462 at 4% or $356,975 at 6%; with 50% employer match about $356,975 at 4% or $237,983 at 6%; with 100% employer match about $267,731 at 4% or $178,487 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $57,469,844 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 38 | $2,134,119 | $813,902 | $21,418iApproximate average salary by contribution assumption: employee only about $535,462 at 4% or $356,975 at 6%; with 50% employer match about $356,975 at 4% or $237,983 at 6%; with 100% employer match about $267,731 at 4% or $178,487 at 6%. |
| 2018 | 2 | 35 | $77,032,908 | $349,349 | $9,981iApproximate average salary by contribution assumption: employee only about $249,535 at 4% or $166,357 at 6%; with 50% employer match about $166,357 at 4% or $110,904 at 6%; with 100% employer match about $124,768 at 4% or $83,178 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $75,911,150 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 35 | $1,121,758 | $349,349 | $9,981iApproximate average salary by contribution assumption: employee only about $249,535 at 4% or $166,357 at 6%; with 50% employer match about $166,357 at 4% or $110,904 at 6%; with 100% employer match about $124,768 at 4% or $83,178 at 6%. |
| 2017 | 2 | 27 | $91,287,185 | $242,681 | $8,988iApproximate average salary by contribution assumption: employee only about $224,705 at 4% or $149,803 at 6%; with 50% employer match about $149,803 at 4% or $99,869 at 6%; with 100% employer match about $112,352 at 4% or $74,902 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $90,289,614 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 27 | $997,571 | $242,681 | $8,988iApproximate average salary by contribution assumption: employee only about $224,705 at 4% or $149,803 at 6%; with 50% employer match about $149,803 at 4% or $99,869 at 6%; with 100% employer match about $112,352 at 4% or $74,902 at 6%. |
| 2016 | 1 | 24 | $644,954 | $141,067 | $5,878iApproximate average salary by contribution assumption: employee only about $146,945 at 4% or $97,963 at 6%; with 50% employer match about $97,963 at 4% or $65,309 at 6%; with 100% employer match about $73,472 at 4% or $48,982 at 6%. |
| FIRST STATE TRUST CO 401(K) PLAN | - | 24 | $644,954 | $141,067 | $5,878iApproximate average salary by contribution assumption: employee only about $146,945 at 4% or $97,963 at 6%; with 50% employer match about $97,963 at 4% or $65,309 at 6%; with 100% employer match about $73,472 at 4% or $48,982 at 6%. |
| 2015 | 14 | 19 | $181,316,890 | $105,697 | $5,563iApproximate average salary by contribution assumption: employee only about $139,075 at 4% or $92,717 at 6%; with 50% employer match about $92,717 at 4% or $61,811 at 6%; with 100% employer match about $69,538 at 4% or $46,358 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $85,364,691 | - | - |
| Capital Preservation Fund | - | - | $30,924,290 | - | - |
| Equity Index Growth Fund | - | - | $11,925,676 | - | - |
| Equity Index Growth Fund | - | - | $11,412,609 | - | - |
| Equity Index Value | - | - | $9,289,039 | - | - |
| Bond Index Fund | - | - | $6,299,853 | - | - |
| MID Cap Equity Index Fund | - | - | $5,992,151 | - | - |
| Equity Index Fund | - | - | $5,845,198 | - | - |
| Small Cap Index Fund | - | - | $5,584,760 | - | - |
| International Equity Index Fund | - | - | $3,434,439 | - | - |
| MID Cap Equity Index Fund | - | - | $2,373,087 | - | - |
| Balanced Fund | - | - | $1,994,235 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 19 | $472,427 | $105,697 | $5,563iApproximate average salary by contribution assumption: employee only about $139,075 at 4% or $92,717 at 6%; with 50% employer match about $92,717 at 4% or $61,811 at 6%; with 100% employer match about $69,538 at 4% or $46,358 at 6%. |
| Emerging Market Index Fund | - | - | $404,435 | - | - |
| 2014 | 6 | 13 | $171,348,272 | $35,471 | $2,729iApproximate average salary by contribution assumption: employee only about $68,213 at 4% or $45,476 at 6%; with 50% employer match about $45,476 at 4% or $30,317 at 6%; with 100% employer match about $34,107 at 4% or $22,738 at 6%. |
| Frontegra Small Cap Core Fund | - | 0 | $82,786,758 | - | - |
| Capital Preservation Fund | - | - | $30,797,435 | - | - |
| Equity Index Fund | - | 0 | $28,909,666 | - | - |
| International Equity Index Fund | - | 0 | $17,167,528 | - | - |
| Small Cap Index Fund | - | - | $11,217,771 | - | - |
| FIRST STATE TRUST CO 401 (K) PLAN | - | 13 | $469,114 | $35,471 | $2,729iApproximate average salary by contribution assumption: employee only about $68,213 at 4% or $45,476 at 6%; with 50% employer match about $45,476 at 4% or $30,317 at 6%; with 100% employer match about $34,107 at 4% or $22,738 at 6%. |
| 2013 | 7 | 14 | $69,939,107 | $62,010 | $4,429iApproximate average salary by contribution assumption: employee only about $110,732 at 4% or $73,821 at 6%; with 50% employer match about $73,821 at 4% or $49,214 at 6%; with 100% employer match about $55,366 at 4% or $36,911 at 6%. |
| Frontegra Small Cap Core Fund | - | - | $69,462,045 | - | - |
| FIRST STATE TRUST CO 401 (K) PLAN | - | 14 | $477,062 | $62,010 | $4,429iApproximate average salary by contribution assumption: employee only about $110,732 at 4% or $73,821 at 6%; with 50% employer match about $73,821 at 4% or $49,214 at 6%; with 100% employer match about $55,366 at 4% or $36,911 at 6%. |
| SMALL CAP GROWTH EQUITY FUND | - | - | - | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | - | - | - | - |
| LARGE CAP VALUE EQUITY FUND | - | - | - | - | - |
| SMALL CAP VALUE EQUITY FUND | - | - | - | - | - |
| INTERNATIONAL EQUITY FUND | - | - | - | - | - |
| 2012 | 20 | 14 | $234,425,814 | $79,451 | $5,675iApproximate average salary by contribution assumption: employee only about $141,877 at 4% or $94,585 at 6%; with 50% employer match about $94,585 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%. |
| CORE FIXED INCOME FUND | - | - | $43,735,936 | - | - |
| Capital Preservation Fund | - | - | $35,882,929 | - | - |
| Equity Index Growth Fund | - | - | $29,654,341 | - | - |
| Equity Index Value | - | - | $26,939,142 | - | - |
| Bond Index Fund | - | - | $23,991,576 | - | - |
| Equity Index Fund | - | - | $21,031,852 | - | - |
| Small Cap Index Fund | - | - | $15,066,487 | - | - |
| International Equity Index Fund | - | - | $6,847,959 | - | - |
| INTERNATIONAL EQUITY FUND | - | - | $5,985,804 | - | - |
| Emerging Market Index Fund | - | - | $5,848,606 | - | - |
| MID Cap Equity Index Fund | - | - | $5,050,571 | - | - |
| Balanced Fund | - | - | $4,455,012 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | - | $3,709,616 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | - | $3,113,973 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | - | $1,392,857 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | - | $1,314,262 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 14 | $390,127 | $79,451 | $5,675iApproximate average salary by contribution assumption: employee only about $141,877 at 4% or $94,585 at 6%; with 50% employer match about $94,585 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%. |
| SMALL CAP CORE EQUITY FUND | - | - | $7,385 | - | - |
| LARGE CAP CORE EQUITY FUND | - | - | $7,379 | - | - |
| NEWSOUTH SMALL CAP EQUITY FUND | - | - | - | - | - |
| 2011 | 22 | 15 | $413,197,977 | $72,726 | $4,848iApproximate average salary by contribution assumption: employee only about $121,210 at 4% or $80,807 at 6%; with 50% employer match about $80,807 at 4% or $53,871 at 6%; with 100% employer match about $60,605 at 4% or $40,403 at 6%. |
| LEGG MASON GROUP TRUST FOR RETIREMENT PLANS - GLOBAL EMERGING MARKETS EQUITY FUND | - | - | $60,915,932 | - | - |
| Capital Preservation Fund | - | - | $60,051,598 | - | - |
| CORE FIXED INCOME FUND | - | - | $60,040,160 | - | - |
| Equity Index Growth Fund | - | - | $30,960,430 | - | - |
| Bond Index Fund | - | - | $30,413,841 | - | - |
| STABLE VALUE FUND | - | - | $28,495,542 | - | - |
| Equity Index Value | - | - | $26,644,222 | - | - |
| Equity Index Fund | - | - | $25,993,556 | - | - |
| Small Cap Index Fund | - | - | $13,317,225 | - | - |
| Balanced Fund | - | - | $12,512,869 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | - | $9,732,034 | - | - |
| INTERNATIONAL EQUITY FUND | - | - | $8,318,497 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | - | $8,160,258 | - | - |
| International Equity Index Fund | - | - | $7,266,332 | - | - |
| Emerging Market Index Fund | - | - | $6,426,309 | - | - |
| LARGE CAP CORE EQUITY FUND | - | - | $5,700,391 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | - | $4,913,711 | - | - |
| NEWSOUTH SMALL CAP EQUITY FUND | - | - | $3,988,270 | - | - |
| MID Cap Equity Index Fund | - | - | $3,973,240 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | - | $3,535,600 | - | - |
| SMALL CAP CORE EQUITY FUND | - | - | $1,552,047 | - | - |
| FIRST STATE TRUST CO 401(K) PLAN | - | 15 | $285,913 | $72,726 | $4,848iApproximate average salary by contribution assumption: employee only about $121,210 at 4% or $80,807 at 6%; with 50% employer match about $80,807 at 4% or $53,871 at 6%; with 100% employer match about $60,605 at 4% or $40,403 at 6%. |
| 2010 | 23 | 15 | $500,710,891 | $87,467 | $5,831iApproximate average salary by contribution assumption: employee only about $145,778 at 4% or $97,186 at 6%; with 50% employer match about $97,186 at 4% or $64,790 at 6%; with 100% employer match about $72,889 at 4% or $48,593 at 6%. |
| LEGG MASON GROUP TRUST FOR RETIREMENT PLANS - GLOBAL EMERGING MARKETS EQUITY FUND | - | - | $89,485,094 | - | - |
| Capital Preservation Fund | - | - | $61,809,680 | - | - |
| CORE FIXED INCOME FUND | - | - | $56,961,162 | - | - |
| Equity Index Growth Fund | - | - | $38,667,873 | - | - |
| STABLE VALUE FUND | - | - | $34,673,955 | - | - |
| Equity Index Value | - | - | $32,168,033 | - | - |
| Bond Index Fund | - | - | $27,650,724 | - | - |
| Equity Index Fund | - | - | $24,845,376 | - | - |
| International Equity Index Fund | - | - | $19,744,922 | - | - |
| Balanced Fund | - | - | $19,118,400 | - | - |
| Small Cap Index Fund | - | - | $17,455,555 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | - | $15,956,236 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | - | $11,710,845 | - | - |
| INTERNATIONAL EQUITY FUND | - | - | $9,466,466 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | - | $8,823,528 | - | - |
| LARGE CAP CORE EQUITY FUND | - | - | $6,483,787 | - | - |
| MID Cap Equity Index Fund | - | - | $5,749,082 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | - | $5,361,489 | - | - |
| Emerging Market Index Fund | - | - | $5,036,625 | - | - |
| Emerging Market Index Fund | - | - | $4,402,285 | - | - |
| NEWSOUTH SMALL CAP EQUITY FUND | - | - | $3,295,825 | - | - |
| SMALL CAP CORE EQUITY FUND | - | - | $1,586,682 | - | - |
| FIRST STATE TRUST CO. 401(K) PLAN | - | 15 | $257,267 | $87,467 | $5,831iApproximate average salary by contribution assumption: employee only about $145,778 at 4% or $97,186 at 6%; with 50% employer match about $97,186 at 4% or $64,790 at 6%; with 100% employer match about $72,889 at 4% or $48,593 at 6%. |
| 2009 | 23 | 15 | $503,097,041 | $123,730 | $8,249iApproximate average salary by contribution assumption: employee only about $206,217 at 4% or $137,478 at 6%; with 50% employer match about $137,478 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%. |
| Capital Preservation Fund | - | - | $108,857,995 | - | - |
| CORE FIXED INCOME FUND | - | - | $54,487,708 | - | - |
| STABLE VALUE FUND | - | - | $52,489,846 | - | - |
| LEGG MASON GROUP TRUST FOR RETIREMENT PLANS - GLOBAL EMERGING MARKETS EQUITY FUND | - | - | $37,742,997 | - | - |
| Equity Index Growth Fund | - | - | $34,665,061 | - | - |
| Equity Index Value | - | - | $32,835,143 | - | - |
| Bond Index Fund | - | - | $31,708,375 | - | - |
| Equity Index Fund | - | - | $23,204,443 | - | - |
| International Equity Index Fund | - | - | $20,878,668 | - | - |
| Balanced Fund | - | - | $18,785,700 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | - | $17,443,129 | - | - |
| Small Cap Index Fund | - | - | $17,152,597 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | - | $13,095,339 | - | - |
| INTERNATIONAL EQUITY FUND | - | - | $10,118,883 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | - | $8,475,150 | - | - |
| LARGE CAP CORE EQUITY FUND | - | - | $5,637,010 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | - | $5,537,274 | - | - |
| MID Cap Equity Index Fund | - | - | $5,331,180 | - | - |
| NEWSOUTH SMALL CAP EQUITY FUND | - | - | $3,344,724 | - | - |
| SMALL CAP CORE EQUITY FUND | - | - | $1,160,012 | - | - |
| FIRST STATE TRUST CO. 401(K) PLAN | - | 15 | $145,807 | $123,730 | $8,249iApproximate average salary by contribution assumption: employee only about $206,217 at 4% or $137,478 at 6%; with 50% employer match about $137,478 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%. |
| Crm Small/Midcap Value Equity Fund | - | - | - | - | - |
| RAINIER LARGE CAP GROWTH EQUITY FUND | - | - | - | - | - |
| 2008 | 22 | 0 | $1,089,957,292 | $0 | - |
| RAINIER LARGE CAP GROWTH EQUITY FUND | - | 0 | $479,322,350 | - | - |
| Capital Preservation Fund | - | 0 | $135,029,585 | - | - |
| CORE FIXED INCOME FUND | - | 0 | $82,588,790 | - | - |
| STABLE VALUE FUND | - | 0 | $60,988,085 | - | - |
| Equity Index Growth Fund | - | 0 | $35,355,338 | - | - |
| Bond Index Fund | - | 0 | $34,616,070 | - | - |
| Equity Index Fund | - | 0 | $33,049,812 | - | - |
| Equity Index Value | - | 0 | $31,609,176 | - | - |
| International Equity Index Fund | - | 0 | $24,071,163 | - | - |
| Balanced Fund | - | 0 | $23,146,772 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $22,680,740 | - | - |
| LEGG MASON GROUP TRUST FOR RETIREME NT PLANS - GLOBAL EMERGING MARKETS EQUITY FUND | - | 0 | $20,147,977 | - | - |
| Small Cap Index Fund | - | 0 | $19,010,365 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | $17,301,834 | - | - |
| NEW SOUTH SMALL CAP FUND | - | 0 | $14,622,654 | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | $14,506,345 | - | - |
| NEWSOUTH SMALL CAP EQUITY FUND | - | 0 | $13,307,119 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $7,524,577 | - | - |
| Crm Small/Midcap Value Equity Fund | - | 0 | $7,411,437 | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | $6,706,517 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $5,914,674 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $1,045,912 | - | - |
| 2007 | 19 | 0 | $1,012,835,399 | $11,800,000 | - |
| RAINIER LARGE CAP GROWTH EQUITY FUND | - | 0 | $273,865,133 | - | - |
| Capital Preservation Fund | - | 0 | $151,300,559 | - | - |
| CORE FIXED INCOME FUND | - | 0 | $125,447,166 | - | - |
| STABLE VALUE FUND | - | 0 | $69,761,671 | - | - |
| LEGG MASON GROUP TRUST FOR RETIREMENT PLANS - GLOBAL EMERGING MARKETS EQUITY FUND SEE ATTACHED | - | 0 | $53,163,817 | $11,800,000 | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $47,688,959 | - | - |
| Equity Index Growth Fund | - | 0 | $46,648,588 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | $34,841,439 | - | - |
| Balanced Fund | - | 0 | $33,128,643 | - | - |
| Equity Index Fund | - | 0 | $25,965,933 | - | - |
| International Equity Index Fund | - | 0 | $25,886,707 | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | $25,700,979 | - | - |
| Bond Index Fund | - | 0 | $22,322,002 | - | - |
| Small Cap Index Fund | - | 0 | $21,429,909 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $21,205,426 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $13,619,919 | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | $12,143,387 | - | - |
| Crm Small/Midcap Value Equity Fund | - | 0 | $7,171,946 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $1,543,216 | - | - |
| 2006 | 18 | 0 | $961,022,152 | $3,500,000 | - |
| Capital Preservation Fund | - | 0 | $204,116,560 | - | - |
| CORE FIXED INCOME FUND | - | 0 | $93,562,284 | - | - |
| STABLE VALUE FUND | - | 0 | $80,799,927 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $67,151,040 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | $59,908,204 | - | - |
| Equity Index Growth Fund | - | 0 | $57,977,934 | - | - |
| Balanced Fund | - | 0 | $55,209,643 | - | - |
| Equity Index Value | - | 0 | $54,802,315 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $46,470,937 | - | - |
| International Equity Index Fund | - | 0 | $37,821,849 | - | - |
| Equity Index Fund | - | 0 | $36,156,309 | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | $36,142,731 | - | - |
| CITIGROUP INSTITUTIONAL TRUST COMPANY GROUP TRUST FOR RETIREMENT PLANS GLOBAL EMERGING MARKETS EQUITY FUND | - | 0 | $32,626,732 | $3,500,000 | - |
| Small Cap Index Fund | - | 0 | $30,231,267 | - | - |
| Bond Index Fund | - | 0 | $23,457,271 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $22,544,853 | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | $20,228,619 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $1,813,677 | - | - |
| 2005 | 18 | 0 | $1,170,531,408 | $28,900,000 | - |
| Capital Preservation Fund | - | 0 | $227,630,110 | - | - |
| CITIGROUP INSTITUTIONAL TRUST COMPANY - GROUP TRUST FOR RETIREMENT PLANS GLOBAL EMERGING MARKET EQUITY FUND | - | 0 | $198,246,690 | $28,900,000 | - |
| STABLE VALE FUND | - | 0 | $89,612,937 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $75,527,052 | - | - |
| LARGE CAP VALUE EUITY FUND | - | 0 | $69,282,116 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $61,758,844 | - | - |
| Balanced Fund | - | 0 | $59,991,145 | - | - |
| Equity Index Fund | - | 0 | $55,140,579 | - | - |
| Equity Index Growth Fund | - | 0 | $54,390,156 | - | - |
| CORE FIXED INCOME FUND | - | 0 | $51,998,028 | - | - |
| Equity Index Value | - | 0 | $50,576,615 | - | - |
| Small Cap Index Fund | - | 0 | $40,578,911 | - | - |
| INTERNATIONAL EUITY FUND | - | 0 | $36,855,585 | - | - |
| International Equity Index Fund | - | 0 | $32,461,666 | - | - |
| Bond Index Fund | - | 0 | $22,603,579 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $21,893,482 | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | $20,353,315 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $1,630,598 | - | - |
| 2004 | 18 | 0 | $1,202,116,632 | $1,200,000 | - |
| Capital Preservation Fund | - | 0 | $205,206,207 | - | - |
| CITIGROUP INSTITUTIONAL TRUST COMPANY-GROUP TRUST FOR RETIREMENT PLANS G FUND | - | 0 | $202,841,016 | $1,200,000 | - |
| STABLE VALUE FUND | - | 0 | $88,419,378 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | $86,471,381 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $73,000,777 | - | - |
| Equity Index Growth Fund | - | 0 | $68,749,480 | - | - |
| Balanced Fund | - | 0 | $67,426,133 | - | - |
| Equity Index Value | - | 0 | $66,941,158 | - | - |
| CORE FIXED INCOME FUND | - | 0 | $63,101,676 | - | - |
| Equity Index Fund | - | 0 | $60,584,715 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $46,521,719 | - | - |
| Small Cap Index Fund | - | 0 | $46,004,649 | - | - |
| Bond Index Fund | - | 0 | $31,568,916 | - | - |
| International Equity Index Fund | - | 0 | $31,402,987 | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | $27,298,585 | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | $21,036,538 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $14,623,159 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $918,158 | - | - |
| 2003 | 17 | 0 | $981,633,300 | $0 | - |
| Capital Preservation Fund | - | 0 | $195,326,045 | - | - |
| STABLE VALUE FUND | - | 0 | $98,801,170 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $89,383,168 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | $70,059,172 | - | - |
| Balanced Fund | - | 0 | $66,407,552 | - | - |
| Equity Index Growth Fund | - | 0 | $63,586,483 | - | - |
| Equity Index Fund | - | 0 | $63,232,243 | - | - |
| Equity Index Value | - | 0 | $61,181,275 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $58,543,014 | - | - |
| CORE FIXED INCOME FUND | - | 0 | $57,373,283 | - | - |
| Small Cap Index Fund | - | 0 | $40,945,473 | - | - |
| Bond Index Fund | - | 0 | $31,029,248 | - | - |
| International Equity Index Fund | - | 0 | $24,862,645 | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | $22,605,224 | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | $19,254,702 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $17,206,871 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $1,835,732 | - | - |
| 2002 | 19 | 0 | $416,325,867 | $0 | - |
| STABLE VALUE FUND | - | 0 | $145,609,292 | - | - |
| Balanced Fund | - | 0 | $86,063,463 | - | - |
| Equity Index Growth Fund | - | 0 | $63,262,171 | - | - |
| Equity Index Value | - | 0 | $55,016,484 | - | - |
| Bond Index Fund | - | 0 | $41,339,658 | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | $24,402,958 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $631,841 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | - | - | - |
| Capital Preservation Fund | - | 0 | - | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | - | - | - |
| CORE VALUE EQUITY FUND | - | 0 | - | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | - | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | - | - | - |
| Equity Index Fund | - | 0 | - | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | - | - | - |
| DISCIPLINED VALUE EQUITY FUND | - | 0 | - | - | - |
| CORE FIXED INCOME FUND | - | 0 | - | - | - |
| International Equity Index Fund | - | 0 | - | - | - |
| Small Cap Index Fund | - | 0 | - | - | - |
| 2001 | 19 | 0 | $1,192,740,948 | $0 | - |
| Capital Preservation Fund | - | 0 | $234,682,475 | - | - |
| STABLE VALUE FUND | - | 0 | $142,853,129 | - | - |
| Balanced Fund | - | 0 | $99,615,240 | - | - |
| CORE FIXED INCOME FUND | - | 0 | $88,503,892 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $78,492,529 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $77,739,189 | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | $76,781,470 | - | - |
| Equity Index Fund | - | 0 | $75,598,153 | - | - |
| Equity Index Growth Fund | - | 0 | $57,418,041 | - | - |
| Bond Index Fund | - | 0 | $50,567,316 | - | - |
| Equity Index Value | - | 0 | $48,952,594 | - | - |
| Small Cap Index Fund | - | 0 | $34,811,160 | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | $29,061,233 | - | - |
| CORE VALUE EQUITY FUND | - | 0 | $26,293,755 | - | - |
| International Equity Index Fund | - | 0 | $23,610,146 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $19,900,243 | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | $15,915,942 | - | - |
| DISCIPLINED VALUE EQUITY FUND | - | 0 | $10,946,348 | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | $998,093 | - | - |
| 2000 | 19 | 0 | $504,898,212 | $0 | - |
| Capital Preservation Fund | - | 0 | $261,387,209 | - | - |
| LARGE CAP GROWTH EQUITY FUND | - | 0 | $115,882,236 | - | - |
| SMALL CAP GROWTH EQUITY FUND | - | 0 | $93,617,795 | - | - |
| SMALL CAP VALUE EQUITY FUND | - | 0 | $34,010,972 | - | - |
| Equity Index Growth Fund | - | 0 | - | - | - |
| SMALL CAP CORE EQUITY FUND | - | 0 | - | - | - |
| Equity Index Value | - | 0 | - | - | - |
| CORE VALUE EQUITY FUND | - | 0 | - | - | - |
| Bond Index Fund | - | 0 | - | - | - |
| INTERNATIONAL EQUITY FUND | - | 0 | - | - | - |
| STABLE VALUE FUND | - | 0 | - | - | - |
| Balanced Fund | - | 0 | - | - | - |
| LARGE CAP CORE EQUITY FUND | - | 0 | - | - | - |
| DISCIPLINED VALUE EQUITY FUND | - | 0 | - | - | - |
| Small Cap Index Fund | - | 0 | - | - | - |
| International Equity Index Fund | - | 0 | - | - | - |
| Equity Index Fund | - | 0 | - | - | - |
| LARGE CAP VALUE EQUITY FUND | - | 0 | - | - | - |
| CORE FIXED INCOME FUND | - | 0 | - | - | - |